GoProposal Sales System icon

GoProposal Sales System


Download your free GoProposal Sales System template to personalize and use in your bookkeeping or accounting firm.

A preview of the 'GoProposal Sales System' templateGoProposal Sales System1.0 Interest: Capture contact details & instill confidence2 AutomatorsQualify and take action on the sales lead immediatelyCompletedReview and qualify lead for size, fit and prioritizationCompletedUpdate sales opportunity, prioritize and take action immediatelyCompletedCLIENT TASKSSchedule your discovery meeting3 AutomatorsSchedule your discovery meeting by booking a time that's best for you — a few questions so we can best serve youCompleted2.0 Discovery: Ensure you're a good fit for each other

This is the best practice sales process powered by GoProposal. This workflow is to be used in conjunction with GoProposal to go from prospect to close (e.g. Interest - Discovery - Priming - Proposal Meeting - Proposal - Follow-up - Sign-up).

Set the start date as the date of inbound inquiry (today) and the due date as 14 days later. The work assignee starts as the Admin.

This process assumes that marketing activity has been spawned from referral, inbound and outbound marketing activities. Once the lead is received (by Admin or BDM), a new piece of work from this process template is created.

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  • Time and Budget Estimates
  • Task Automation
  • Client Task Automation
  • Client Work Scheduling

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